Technology has changed the way clients engage with the world and what they expect from financial adv...
Welcome to Synergize
The podcast where we uncover insights and strategies designed to help your business thrive and grow.
Recent Episodes
While the RIA industry has enjoyed substantial growth in recent years, are RIA businesses truly grow...
Robb Baldwin, Founder and CEO of TradePMR joins host Bill Coppel to kick off the podcast.